Investing
Approximate Asset Allocation
For current and past asset allocations, see Articles.
- 80% stocks
- 10% real estate
- 6% cash
- 4% other
I do not do angel investing, VC, or crypto.
Stocks are mostly tech with the largest positions listed below.
Other stocks include index-adjacent such as $VEA, $VTI, $IVV, $QQQ, and $BRKB. All stocks are self-managed except a bit at Saber Capital and another place.
Stocks
These are my largest investments in public company stocks. Position was started in year listed.
| Company | Thesis |
|---|---|
|
Cloudflare 2020 |
Edge compute and TAM expansion |
|
Tesla 2018 |
Blind faith in Elon Musk |
|
Google 2005 |
Early AdWords customer |
|
Amazon 2002 |
Early retail customer |
Real Estate Holdings
I’m a limited partner in a few real estate deals.
| Property | Notes |
|---|---|
|
Hotel Durango, CO |
15-room boutique |
|
Motel Durango, CO |
40-room downtown |
|
Land Montana |
Commercial development |
|
Industrial New Jersey |
Cold storage facility |
|
Industrial Wyoming |
Class B warehouse |
|
Houses Various |
Single-family homes via SFR3 |
Real estate assets are conservatively valued at my basis.
For current and past asset allocations, see Articles.
If you’re interested in more of my investment writing, you might enjoy these articles on my personal blog: